IPS AdvisorPro® Case Studies

As part of our commitment to providing tools, information and best practices to help financial advisors succeed, we are pleased to provide the following case studies that illustrate how different users expand their service offerings through the use of Investment Policy Statements (IPS) and the technology platform of IPS AdvisorPro®.

How a Leading Wealth Coaching Firm is using Investment Policy Statements (IPS) and the technology platform of IPS AdvisorPro® as a competitive advantage in attracting and retaining individual investors and small endowments, foundations and charities. Read more

How an Independent Financial and Investment Planning Firm Utilizes Investment Policy Statements as a Point of Reference and to Maintain Their Standard of Excellence in Client Services and Education. Read more

Professional Investment Policy Statements

Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.» Learn more

Take A Guided Tour

Our online video shows how to easily create an investment policy statement in five simple steps: create a new client, view the questionnaire, choose an asset allocation model, generate and edit the final wording.» Watch video